You will get a custom personal financial model to help you reach your goals!

James W.
James W. James W.
5.0
Top Rated

Let a pro handle the details

Buy Other Financial Consulting services from James, priced and ready to go.

You will get a custom personal financial model to help you reach your goals!

James W.
James W. James W.
5.0
Top Rated

Select service tier

Basic

Model built based on a customer-filled questionnaire

  • Delivery Time 7 days
7 days delivery — Jun 28, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. James gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Other Financial Consulting services from James, priced and ready to go.

Project details

You will receive a professionally built financial model that is tailored to your specific financial picture and goals. This model will allow you to see how decisions made now can impact your financial future. It will be a tool for you to be able to use to make the best decisions now for both quality of life and stability in the future.
Industry
Financial Services, Lifestyle, Wellness
What's included
Service Tiers Starter
$200
Standard
$300
Advanced
$500
Delivery Time 7 days 7 days 14 days
5.0
7 reviews
100% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Quality
5.0
Cooperation
5.0
Communication
5.0

JR

Jonathan R.
5.00
Aug 17, 2023
Rebuild google spreadsheet James was quick and went over and beyond!

TH

Tyler H.
5.00
Apr 18, 2023
Credit Card Processing Affiliate Financial Model Builder

CM

Christine M.
5.00
Apr 3, 2023
Excel Expert to Merge Multiple Spreadsheets

JV

Joannes V.
5.00
Apr 2, 2023
Probabilistic time-series forecast with Excel An Excel Wizard indeed.

DW

Dennis W.
5.00
Mar 14, 2023
Quick update on excel file Extremely fast. Excellent communication. Would hire again in a heart beat. Thank you.
James W.

About James

James W.
Financial Planning | Microsoft Excel, Financial Planning
100% Job Success
5.0  (7 reviews)
Jacksonville, United States - 12:29 am local time
I am an experienced SaaS financial modeler and problem solver. Let me perform adhoc analyses for you or even build out a full-blown operating model that details your business and can be used for forecasting and raising funds.

Steps for completing your project

After purchasing the project, send requirements so James can start the project.

Delivery time starts when James receives requirements from you.

James works on your project following the steps below.

Revisions may occur after the delivery date.

Discovery

I work with you to acquire the details of your financial picture.

Modeling

I take into account all of the factors surrounding your finances and craft a model tailored to your specific situation.

Review the work, release payment, and leave feedback to James.